Proffering

Modern, smart and customizable user interface

The user interface of Proffering is designed using the latest graphics and style standards.

The interface follows the style and feel of modern Windows 8 / 10 style, and is fully configurable template-based; you can choose graphic style of controls and windows, base color, backgrounds and logos.

The main window acts as mother of all windows and as a desktop system for organization of the same; the various windows can be kept free and float or docked within the main window in different positions to allow better organization of space.

All short lists and filter sections can be configured to display fields are really interested to user, who can choose from those available. All fields of lists and form are resizable and repositionable.

The interface fits the style of personal use of the user; it recalls placement of windows, fields, positioning and order of the fields in lists and forms, so that the future running sessions mantain the last settings. The configuration is saved automatically and is defined per-user; each different user maintains its configuration of available fields, windows, etc...

Configuration of management process

The management process defines the steps that must be executed to obtain production of the needed documents, which may be the offer document and various attachments, if the concerned process is an offering process.

Is possible to insert one or more steps of data filling; e.q. in an offering process, those steps are needed to fill necessary data that will be printed in the final document, such as personal details of the customer, terms and contractual data; data filling can be divided into several steps if the data must be filled by distinct users or groups; the procedure can be configured to signal, to the various groups / users, having to deal with the data filling.

The configuration of process does not stop at static definition of the various steps to run, but it is completely dynamic; it is possible to insert flow variations or cycles depending on conditions; e.g., in the case of the offering process, after data filling and production of the offer document, you can repeat the steps of data filling and generation if the offer wasn't accepted by the customer, to allow you to produce an offer with better conditions.

The whole process is defined by the user with a user-friendly interface, by defining a flow chart of the process, positioning the blocks representing the various possible operations that can be used (data filling with forms, document production, sending mail or communication etc...). The user can configure all the parameters of the various steps (specific models of the form data or models for the document production etc...) and also define state variables or scripts for more complex situations.

ITK Masters, which activity of customization of the package for a specific customer, analyzes the customer's business process and configures the process in the application; but the customer can reconfigure it.

Users and user groups configuration with access profile
Agenda for tasks coordination

Every user access to package is controlled by application; Proffering uses the Integrated Windows Authentication, therefore uses user configuration of the customer's Windows domain of users, for greater integration and security.

Each user has a complete profile that allows to define which functions and processes can be accessed. User profiling also helps identify the user and assign him to groups, useful for operations of process management. E.g., you can assign the user to a group 'PURCHASES' that has the purpose of filling quotations data in a hypothetical offering process.

Proffering manages communications between users and keeps an agenda of communications and tasks assignment. Continuing the example above, the process may request to the group 'PURCHASES' evaluation of a list for an offer; the agenda will bring the request to all users belonging to that group and waiting for one to accept the request. Once accepted, the process informs the user that manages the offer indicating the user who accepted the task, always reporting it in agenda, and waits for the task completion, before continuing the normal process flow.

Documents and communications generated based on user-definable templates

The main purpose of the Proffering is to produce documents and its strength lies in the way it allows to create it and the freedom granted to the customer for configuration.

Each document is generated on the basis of a template defined in one of the allowed formats (supported formats are Word .docx, Excel .xlsx, PDF and HTML) that the user can create and edit at will, so defining the text and style, needed formulas (see adjacent picture). The templates are handled and loaded from document templates management window of Proffering. At certain points of the document, where you need to display a given info or data managed by package, the user can fill a special code enclosed by characters sequence [( ... )]. The process of document creating will replace these control codes with the values ​​to which they refer. For example, as can be seen from the side picture, in the template shown are inserted codes USER... which export data (name, phone, email) of user who is managing the offer, or other codes that export data filled or selected (if connected to external db) in an earlier step of data filling.

The export codes are configurable mechanisms. The control codes management window, allow to edit and upload control codes; each control code can be identified by one of the simplest values ​​provided by default, or it can be a mini procedure in T-SQL language or .NET that allows you to export any information of package or of connected systems and also to export processing of other data. Although this mechanism is very technical and can be configured only by experts, it is also the only one that allows maximum configurability. Customers who are unable to manage such a complex system have nothing to worry about, ITK Masters will carry out all condigurazioni requests (within the definitions of the initial customization of the package to the first installation, ITK Masters will carry out all the required configurations (within the definitions of the initial package customization for the first installation, ITK Masters configures all customer needed codes, in addition to defining a number of codes already available and most used).

Not only documents, but also e-mail and agenda signal models are based on templates that the user can customize and they can include the same control codes which will be replaced at the time of generation of the communication, with the the same mechanism above.

Modules for electricity and gas offering management

Proffering borned to manage the complex offering processes for the sale of electricity and gas. These modules are already built and in operation, even if they require customization due to the specificity of the unique process of customer management; therefore they are available to the customers who deal with these business.

Key features:

• Different types of offers and related processes: from customized offers for big customers to standardized offers for small
• Filling general or custom price lists
• Definition of the profile and the technical data of the customer's consumption
• Filling of customer data and contract data
• Information retrieval from other customer's DB
• Filling of markup price for defining a minimum gain threshold
• Definition of the closing price for customers with several options of evaluation formulas, depending on profile and on price list, and with the addition of a margin from the seller
• Outbid the customer when he has no accepted offer, with a better offer
• Statistics about offers generated and their main datas

Powerful configurable reports system that allow multiple extractions

Proffering can be equipped with advanced module: Reportful, a powerful reporting system that allows the user to define custom extractions allowing to select different source modules. Each module allows to specify a group of information that the user want to extract. The configuration also allows, through user-friendly interface, to specify the filter criteria.

In this way the user can select what he needs in freedom and can save the configured extraction for future re-use. The filtration modules can be configured to have fixed filter parameters or to have filter parameters to be filled at the extraction time. There are also special fields that allow to make aggregation operation like count, sum or other statistical functions, allowing the aggregation for the selected fields.

Possibility of connection to various external db for linked data access

Proffering can operate independently allowing you to load directly into the internal DB, all needed data to process. However, the customer normally stores useful data in other DB managed by himself or linked to other management software.

Proffering can be configured to access other DB sources, if the customer can provide direct access to this sources and can provide the needed informations for ITK Masters staff in order to identify the concerned informations.